Filed September 8, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $52,356 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $10,892 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,359 | $71,957-57.8% | $67,652-55.1% | $59,188-48.7% |
| Participation rate | 89.9% | 82.7%+7.2pp | 75.7%+14.2pp | 69.4%+20.5pp |
| Annual return | 1.93% | 8.53%-6.6pp | 6625.04%-6623.1pp | 5.51%-3.6pp |
| Employer contribution / active EE | $1,301 | $2,432-46.5% | $2,266-42.6% | $2,098-38.0% |
| Participant deferral / active EE | $5,691 | $4,211+35.2% | $3,560+59.9% | $3,265+74.3% |
| Admin fee / account holder | $41 | $64-36.3% | $4,821-99.2% | $92-55.7% |